Fund comparison · from official SEC filings

JFBUX vs JFQUX: how much do they overlap?

Name: JFBUX vs JFQUX holdings overlap
Creator: Unwrap.Fund

JPMorgan Investor Growth & Income Fund and JPMorgan Investor Balanced Fund

Fund A

Fund B

Holdings overlap

84%

of assets, by weight

Shared positions

of 26 / 26 holdings

JFBUX expense ratio

0.47%

net, per year

JFQUX expense ratio

0.44%

net, per year

JFBUX and JFQUX are largely redundant — holding both means most of your money tracks the same underlying companies.

Shared holdings

Company

JFBUX

JFQUX

JCBUXJPMORGAN CORE BOND-R6

16.60%

23.03%

JCPUXJPMORGAN CORE PLUS BOND-R6

7.79%

12.24%

JUEMXJPMORGAN US EQUITY-R6

9.86%

8.37%

JLGMXJPMORGAN LARGE CAP GROW-R6

9.17%

5.09%

JLVMXJPMORGAN LARGE CAP VALUE-R6

7.09%

4.04%

JDEUXJPM US RSRCH ENHNCD EQTY-R6

6.46%

5.19%

JIREJPMORGAN INT RES ENH EQTY

5.68%

5.26%

JMSFXJPMORGAN INCOME FUND-R6

4.32%

5.42%

JMEEJPM SMA & MID CAP EN EQ ET-U

3.80%

3.02%

—JPMorgan U.S. GARP Equity Fund

3.45%

3.56%

JVAYXJPMORGAN VALUE ADVANTAGE-R6

3.53%

3.21%

OIEJXJPMORGAN EQUITY INCOME-R6

3.45%

3.15%

JGLOJPMORGAN GLBL SLCT EQ ETF

2.85%

2.47%

JHYUXJPMORGAN HIGH YIELD-R6

2.74%

2.71%

JPLDJPMORGAN LTD DURATION ETF

0.01%

2.02%

JNEMXJPMORGAN INTL EQTY-R6

1.98%

1.21%

JEMWXJPMORGAN EMERG MRKT EQ-R6

1.68%

0.96%

EMRSXJPM EMG MRKT RES ENH EQ-R6

1.66%

1.33%

JMGMXJPMORGAN MID CAP GROWTH-R6

1.46%

1.32%

JSDRXJPM SHRT DUR CORE PLUS-R6

0.99%

1.46%

VEUVXJPMORGAN EUROPE DYNAMIC-R6

1.38%

1.07%

JEMVXJPMORGAN EMERG MRKT DEBT-R6

0.51%

1.06%

MGMXXJPMORGAN US GOVT MMKT-IM

1.02%

0.96%

JSVUXJPMORGAN SMALL CAP VALUE-R6

0.68%

0.55%

VSENXJPMORGAN SMALL CAP EQTY-R6

0.50%

0.45%

Only in JFBUX

IUENXJP MORGAN INTRNTL FOCUS-R6

1.35%

Only in JFQUX

JFLXJPMORGAN FLEXIBLE DEBT ETF

0.85%

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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.